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partial pickup of Work Orders (special orders)

 

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Subject Author Date
partial pickup of Work Orders (special orders) OlyBikes 03-14-2006
Posted by OlyBikes on March 14, 2006, 9:09 pm
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Responses to posts about workorder/special orders imply that PARTIAL PICKUPS
of multiple items on one work order are possible.

HOW?

Do you simply recall the work order and zero out the quantities of the items
not yet received?

Does RMS alter the Work Order so that picked up items are removed from it?


Please Cc me your response directly.

Thank you for your time.



______________________________________________________

Larry Leveen
OlyBikes
Bikes, Parts, Repairs
& GREAT Customer Service!

124 State Avenue NE
Olympia, WA 98501

P: 360-753-7525
F: 360-528-7526
info@olybikes.com

www.olybikes.com
Featuring free bike advocacy and safety materials!




Posted by OlyBikes on March 14, 2006, 9:45 pm
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Oops, figured that out by making a work order with two $.01 items but it
lead to another small question.

It appears as though the deposit is only applied to the last transaction,
meaning the one that finally closes the work order. The deposit will not be
applied to a partial pickup. Thus, a customer will always have to pay for
the first item(s) picked up in a partial pickup situation.

Is that right or did I miss something?

Thanks.

OlyBikes wrote:
> Responses to posts about workorder/special orders imply that PARTIAL
> PICKUPS of multiple items on one work order are possible.
>
> HOW?
>
> Do you simply recall the work order and zero out the quantities of
> the items not yet received?
>
> Does RMS alter the Work Order so that picked up items are removed
> from it?
>
> Please Cc me your response directly.
>
> Thank you for your time.
>
>
>
> ______________________________________________________
>
> Larry Leveen
> OlyBikes
> Bikes, Parts, Repairs
> & GREAT Customer Service!
>
> 124 State Avenue NE
> Olympia, WA 98501
>
> P: 360-753-7525
> F: 360-528-7526
> info@olybikes.com
>
> www.olybikes.com
> Featuring free bike advocacy and safety materials!

--



______________________________________________________

Larry Leveen
OlyBikes
Bikes, Parts, Repairs
& GREAT Customer Service!

124 State Avenue NE
Olympia, WA 98501

P: 360-753-7525
F: 360-528-7526
info@olybikes.com

www.olybikes.com
Featuring free bike advocacy and safety materials!




Posted by Terrible Tom on March 15, 2006, 12:18 pm
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I haven't quite figured out the entire partial pickup with partial deposit
thing, either--but here's what I do know.

If you have a 100% deposit, partial pickup is easy. Same for zero deposit.
With 100% deposit, there's never any amount due and with zero deposit, the
full amount for all picked up items is due. Pretty straightforward. Almost
all of my WOs fit into these two categories, and I rarely deal with partial
pickup transactions.

Let's say you take 25% down on an order for four two identical $500 bikes.
One bike comes in, the other is delayed. In order to pick up the available
unit, RMS will force you to take the entire $500--not the $375 you (and the
customer) might expect. You may be able to circumvent this by taking an
add'l deposit of $375 and then do the partial pickup (where there's now
enough deposit to cover the entire amount being picked up). I will try it
and see what happens.

I too would like a better understanding of how RMS applies deposits in a
partial pickup, but the documentation provides no details.

Tom
--
The worst words in business:
"We''ve always done it that way"
--
Stop Fishing for eMail.


"OlyBikes" wrote:

> Oops, figured that out by making a work order with two $.01 items but it
> lead to another small question.
>
> It appears as though the deposit is only applied to the last transaction,
> meaning the one that finally closes the work order. The deposit will not be
> applied to a partial pickup. Thus, a customer will always have to pay for
> the first item(s) picked up in a partial pickup situation.
>
> Is that right or did I miss something?
>
> Thanks.
>
> OlyBikes wrote:
> > Responses to posts about workorder/special orders imply that PARTIAL
> > PICKUPS of multiple items on one work order are possible.
> >
> > HOW?
> >
> > Do you simply recall the work order and zero out the quantities of
> > the items not yet received?
> >
> > Does RMS alter the Work Order so that picked up items are removed
> > from it?
> >
> > Please Cc me your response directly.
> >
> > Thank you for your time.
> >
> >
> >
> > ______________________________________________________
> >
> > Larry Leveen
> > OlyBikes
> > Bikes, Parts, Repairs
> > & GREAT Customer Service!
> >
> > 124 State Avenue NE
> > Olympia, WA 98501
> >
> > P: 360-753-7525
> > F: 360-528-7526
> > info@olybikes.com
> >
> > www.olybikes.com
> > Featuring free bike advocacy and safety materials!
>
> --
>
>
>
> ______________________________________________________
>
> Larry Leveen
> OlyBikes
> Bikes, Parts, Repairs
> & GREAT Customer Service!
>
> 124 State Avenue NE
> Olympia, WA 98501
>
> P: 360-753-7525
> F: 360-528-7526
> info@olybikes.com
>
> www.olybikes.com
> Featuring free bike advocacy and safety materials!
>
>
>
>

Posted by Jason Hunt on March 16, 2006, 11:02 am
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If you leave the deposit at the default amount, then the deposit is evenly
applied across all items when they are partially picked up. This works great,
and you would think the same thing happens when you override the deposit.
But it doesn't. If you override the deposit, then the deposit is not applied
until the last of the items are picked up. This makes doing partial pickups
a pain in the rear if you are overriding deposits. It makes absolutely no
sense to me why they can't apply an overridden deposit evenly across partial
pick-up's; just another frustrating lack of logic that we will probably never
see fixed.

--
Jason Hunt
Advanced Computer Systems



Posted by Juli on April 2, 2006, 8:49 pm
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I really hate this problem, since I do a lot of special orders for furniture
and things often come in at different times. Here's our workaround:

If you want to credit the customer for part of their original deposit but
the customer is not picking everything up today, go into the deposit screen
F9 and override the deposit with the amount you want to keep. Then go back to
the main screen and finish the transaction normally. The difference between
the amount you kept and the amount they originally paid will be credited back
on the tender screen.

Good luck.

"OlyBikes" wrote:

> Responses to posts about workorder/special orders imply that PARTIAL PICKUPS
> of multiple items on one work order are possible.
>
> HOW?
>
> Do you simply recall the work order and zero out the quantities of the items
> not yet received?
>
> Does RMS alter the Work Order so that picked up items are removed from it?
>
>
> Please Cc me your response directly.
>
> Thank you for your time.
>
>
>
> ______________________________________________________
>
> Larry Leveen
> OlyBikes
> Bikes, Parts, Repairs
> & GREAT Customer Service!
>
> 124 State Avenue NE
> Olympia, WA 98501
>
> P: 360-753-7525
> F: 360-528-7526
> info@olybikes.com
>
> www.olybikes.com
> Featuring free bike advocacy and safety materials!
>
>
>
>

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